Phosphate ore prices continue to rise, and the market pushes up with a strong atmosphere

The continuous rise in phosphate rock prices is affected by many factors. Mainstream enterprises are reluctant to sell: The mainstream enterprises in the main production areas mainly use phosphate rock for their use and only a small amount of external sales or some one-on-one negotiation. Not only that, some enterprises also purchase high-grade ores externally while reducing the supply of goods for export, resulting in are few supply of goods in the market, it is more difficult to find mines, and there is a certain pressure on enterprises without mines. 2. Lower average grade and tight supply: As a non-renewable resource, phosphate rock has large reserves in my country, but with years of mining, the market consumes huge amounts of high-grade ores, resulting in a continuous decline in the average grade of phosphate rock. The demand for mines is still increasing, and the tight supply situation in the market continues to deepen.3. There is a strong bullish atmosphere for the company: there is a certain gap between the domestic market and the international market price. Up to now, the average price of 30% grade in the domestic market is 920-1100 yuan/ton, and the international market price reaches 1500 yuan/ton, plus freight, The price of high-grade phosphate rock can even reach about 2,000 yuan/ton. The price gap at home and abroad has prompted domestic phosphate rock enterprises to tend to export mainly, and the bullish psychology is strong.4. Downstream demand support: The current downstream industries such as yellow phosphorus, phosphate fertilizer, phosphate and other industries have good demand for phosphate rock, and with the development trend of the new energy industry, the demand for high-grade phosphate rock will gradually increase, and it may become One of the factors driving up phosphate rock prices further supports the rise in phosphate rock prices.5. Safety inspection: The emergency management department held a regular press conference, "The mining industry has serious problems such as illegal mining, concealment, and illegal mining. In the case that the price of mineral resources continues to be high, some criminals take risks and repeatedly violate the safety bottom line. "The Safety Committee of the State Council organized the comprehensive supervision and assessment inspections of the national safety production inspection. Provinces such as Shandong, Jiangsu, Jiangxi, Hubei, and other provinces have conducted safety production inspections in response to this situation. It is reported that the production safety inspection in Hubei will continue until the end of December, and the subsequent production will be greatly reduced.Specifically: [1] Most enterprises in Guizhou still suspend external orders and quotations, mainly for pre-shipment orders, and some enterprises discuss them one by one. [2] The Sichuan area is operating at a high price, with little room for orders, and individual manufacturers make up for the high price. [3] Quotations in Yunnan are chaotic and priceless, and mainstream companies suspend quotations. [4] The market in Hubei is in a rising atmosphere, some companies have raised their quotations slightly, and companies have reported that follow-up prices are still planning to increase; Price reference for the main producing areas of phosphate rock: The reference price of the overall market in Guizhou: 28% phosphate ore car board is quoted at 930-980 yuan/ton, 30% phosphate ore car board is quoted at 980-1030 yuan/ton, and Maoertuo ship board is quoted at about 1090 yuan/ton.The overall market reference price in Hubei: 24% phosphate ore shipboard price of 630 yuan/ton; 25% phosphate ore shipboard price of 650 yuan/ton; 28% phosphate ore mainstream shipboard price of 820-850 yuan/ton; 30% grade phosphate ore ship plate price 900-920 yuan/ton.The overall market reference price in Sichuan: 25% grade flotation phosphate ore at Mabian County freight yard at 500 yuan/ton; 28% raw ore phosphate ore at Mabian County at 930-950 yuan/ton; 30% The delivery price of grade-washed phosphate ore in Mabian County is 950-1100 yuan/ton.Reference price for the overall market in Yunnan: mainstream companies suspend quotations. The market transaction price can refer to 28% grade is 950 yuan/ton and above; 30% grade is 1000 yuan/ton and above.Import and export:[1] According to customs data, there will be no imports of phosphate rock in April 2022.[2] In April 2022, the export of phosphate rock was 40,151.19 tons, a year-on-year decrease of 31.84%, and the export price was US$149.62/ton.Production:[1] According to statistics from the Bureau of Statistics, the output of phosphate rock in April 2022 was 8.836 million tons, an increase of 7.13% over the same period in 2021.[2] According to statistics from the Bureau of Statistics, the production of phosphate rock was 32.699 million tons as of April.Market outlook forecast: At present, the market price of phosphate rock is still on an upward trend due to factors such as tight supply, lack of cash in the market, and the bullish attitude of companies. It is expected that the price of phosphate rock will rise from a high level in the short term, and the market may fluctuate upwards, with a range of 50-100 yuan/ton. In the long run, with the continuous exploitation of phosphate rock resources and the non-renewability of phosphate rock resources, the long-term supply in the market may continue to be tight.